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Onyx Bridge Wealth

Onyx Bridge Wealth is an investment advisor in Tarrytown with $296.89M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843594348
SEC advisor number
801-118022
FINRA CRD number
306097
AUM ?
$296.89M (as of 18 Nov 21)
Accounts
1,616 (as of 18 Nov 21)
Employees
24 (16 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 156 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$40.48M 555.11K 106.59K +420.8
$35.13M 115.34K 12.04K +857.7
John Hancock Exchange Traded
$23.66M 438.99K 467.71K -6.1
$22.65M 50.44K 46.22K +9.1
$14.57M 365.33K 294.72K +24.0
$13.18M 259.34K 32.29K +703.2
$12.35M 107.85K 54.18K +99.0
$8.64M 58.96K 57.29K +2.9
$5.03M 114.27K 9.97K +1046.6
$4.27M 13.97K 14.18K -1.5
$3.92M 17.27K 15.84K +9.1
$3.43M 71.63K 90.58K -20.9
$2.89M 20.57K 32.07K -35.9
$2.42M 703 638 +10.2
Lattice Strategies TR (HARTFORD MLT ETF)
$2.36M 76.92K 886.81K -91.3
$2.35M 12.67K 148.8K -91.5
$1.91M 7.75K 6.22K +24.6
$1.59M 9.54K 7.05K +35.4
$1.57M 5.1K 4.26K +19.6
Vanguard Charlotte FDS
$1.47M 25.99K NEW
$1.4M 3.14K 2.15K +45.7
$1.4M 20.42K 12.69K +61.0
$1.23M 7.18K 6.11K +17.5
$1.2M 10.93K 9.5K +15.0
$1.19M 14.84K 59.1K -74.9
$1.14M 8.6K 7.7K +11.7
$1.14M 18.18K 10.25K +77.3
$1.1M 48.18K 48.13K +0.1
$1.1M 2.95K 712 +314.3
$1.08M 2.63K 1.85K +42.6
$1.08M 13.54K 6.44K +110.3
$1.03M 19.86K 15.12K +31.4
$932K 5.65K 5.35K +5.7
$906K 6.37K 2.8K +127.9
$896K 35.36K 32.36K +9.3
$881K 308 305 +1.0
$867K 34.47K 34.46K 0
$825K 10.6K 2.96K +258.2
$822K 15.49K 396.37K -96.1
$802K 922 789 +16.9
$796K 9.71K 8.44K +15.0
Vanguard Star FDS
$753K 11.58K 10.75K +7.8
$748K 6.94K 4.69K +47.8
$724K 11.39K 6.46K +76.2
$694K 1.96K 1.59K +23.4
$694K 4.6K 4.35K +5.7
$663K 10.59K 10.41K +1.7
Lattice Strategies TR (HARTFORD US EQTY)
$660K 16K 129.08K -87.6
$653K 11.03K 10.49K +5.1
$644K 3.37K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings